Spirit of America Management Corp’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.06M | Buy |
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|
2025
Q2 | $1.84M | Buy |
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|
2025
Q1 | $1.9M | Buy |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $1.61M | Hold |
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|
2024
Q2 | $1.31M | Hold |
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|
2024
Q1 | $1.38M | Hold |
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|
2023
Q4 | $1.41M | Hold |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $947K | Buy |
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|
2022
Q3 | $850K | Buy |
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|
2022
Q2 | $825K | Hold |
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|
2022
Q1 | $818K | Hold |
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|
2021
Q4 | $796K | Hold |
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|
2021
Q3 | $723K | Hold |
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|
2021
Q2 | $729K | Hold |
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|
2021
Q1 | $767K | Hold |
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|
2020
Q4 | $755K | Hold |
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|
2020
Q3 | $795K | Hold |
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|
2020
Q2 | $719K | Hold |
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|
2020
Q1 | $723K | Hold |
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|
2019
Q4 | $756K | Hold |
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|
2019
Q3 | $780K | Hold |
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|
2019
Q2 | $684K | Hold |
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|
2019
Q1 | $648K | Hold |
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|
2018
Q4 | $568K | Hold |
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|
2018
Q3 | $547K | Hold |
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|
2018
Q2 | $530K | Hold |
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|
2018
Q1 | $514K | Hold |
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|
2017
Q4 | $545K | Hold |
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|
2017
Q3 | $515K | Hold |
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|
2017
Q2 | $503K | Sell |
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|
2017
Q1 | $594K | Hold |
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|
2016
Q4 | $575K | Hold |
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|
2016
Q3 | $587K | Sell |
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|
2016
Q2 | $855K | Sell |
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|
2016
Q1 | $895K | Hold |
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|
2015
Q4 | $765K | Hold |
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|
2015
Q3 | $778K | Hold |
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|
2015
Q2 | $670K | Sell |
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|
2015
Q1 | $861K | Sell |
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|
2014
Q4 | $1.08M | Hold |
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|
2014
Q3 | $877K | Sell |
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|
2014
Q2 | $1.06M | Buy |
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|
2014
Q1 | $964K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $569K | Hold |
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|
2013
Q2 | $578K | Buy |
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